PulteGroup, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionDenali Advisors Llc
Latest Disclosed Ownership11,835 shares
Latest Disclosed Value $ 1,391,914
Denali Advisors Llc reports 2.45% decrease in ownership of PHM / PulteGroup, Inc.

On May 8, 2026 - Denali Advisors Llc filed a 13F-HR form disclosing ownership of 11,835 shares of PulteGroup, Inc. (MX:PHM) valued at $1,391,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 12,132 shares of PulteGroup, Inc.. This represents a change in shares of -2.45% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F PULTE GROUP COM 745867101 11,835 -297 -2.45 1,392 -2.18 0.1547
2026-02-03 2025-12-31 13F PULTE GROUP COM 745867101 12,132 2,997 32.81 1,423 17.81 0.1579
2025-11-07 2025-09-30 13F PULTE GROUP COM 745867101 9,135 -2,205 -19.44 1,207 1.00 0.1364
2025-07-30 2025-06-30 13F PULTE GROUP COM 745867101 11,340 4,817 73.85 1,196 78.36 0.1246
2025-05-05 2025-03-31 13F PULTE GROUP COM 745867101 6,523 1,806 38.29 671 30.35 0.0763
2025-02-04 2024-12-31 13F PULTE GROUP COM 745867101 4,717 706 17.60 514 -10.61 0.0539
2024-11-13 2024-09-30 13F PULTE GROUP COM 745867101 4,011 1,900 90.00 576 147.84 0.0619
2024-08-09 2024-06-30 13F PULTE GROUP COM 745867101 2,111 2 0.09 232 -8.66 0.0636
2024-04-19 2024-03-31 13F PulteGroup COM 745867101 2,109 202 10.59 254 29.59 0.0749
2024-01-19 2023-12-31 13F PulteGroup COM 745867101 1,907 -1,500 -44.03 197 -22.22 0.0601
2023-10-19 2023-09-30 13F PulteGroup COM 745867101 3,407 -2,313 -40.44 252 -43.24 0.0886
2023-07-18 2023-06-30 13F PulteGroup COM 745867101 5,720 -322 -5.33 444 26.14 0.1560
2023-04-21 2023-03-31 13F PulteGroup COM 745867101 6,042 5,231 645.01 352 877.78 0.1465
2023-02-09 2022-12-31 13F PulteGroup COM 745867101 811 414 104.28 37 140.00 0.0155
2022-10-25 2022-09-30 13F PulteGroup COM 745867101 397 -282 -41.53 15 -44.44 0.0071
2022-07-20 2022-06-30 13F/A-1 PulteGroup COM 745867101 679 112 19.75 27 12.50 0.0118
2022-07-18 2022-06-30 13F PulteGroup COM 745867101 679 112 27 0.0118
2022-04-19 2022-03-31 13F PulteGroup COM 745867101 567 494 676.71 24 500.00 0.0093
2022-01-21 2021-12-31 13F PulteGroup COM 745867101 73 24 48.98 4 100.00 0.0015
2021-10-12 2021-09-30 13F PulteGroup COM 745867101 49 0 0.00 2 -33.33 0.0008
2021-08-20 2021-06-30 13F PulteGroup COM 745867101 49 0 0.00 3 0.00 0.0011
2021-04-26 2021-03-31 13F PulteGroup COM 745867101 49 -11,578 -99.58 3 -99.40 0.0009
2021-01-20 2020-12-31 13F PulteGroup COM 745867101 11,627 27 0.23 501 -6.70 0.0856
2020-10-16 2020-09-30 13F PulteGroup COM 745867101 11,600 0 0.00 537 35.95 0.1066
2020-07-23 2020-06-30 13F PulteGroup COM 745867101 11,600 11,600 395 0.0765
2017-04-07 2017-03-31 13F PulteGroup COM 745867101 0 -69,900 -100.00 0 -100.00
2017-01-10 2016-12-31 13F PulteGroup COM 745867101 69,900 -166,600 -70.44 1,285 -72.88 0.2232
2016-10-25 2016-09-30 13F PulteGroup COM 745867101 236,500 67,800 40.19 4,739 44.13 0.7206
2016-07-13 2016-06-30 13F PulteGroup COM 745867101 168,700 2,300 1.38 3,288 5.62 0.5664
2016-04-11 2016-03-31 13F PulteGroup COM 745867101 166,400 0 0.00 3,113 4.99 0.6808
2016-01-07 2015-12-31 13F PulteGroup COM 745867101 166,400 25,100 17.76 2,965 11.22 0.6630
2015-10-06 2015-09-30 13F PulteGroup COM 745867101 141,300 -8,300 -5.55 2,666 -11.55 0.6160
2015-07-09 2015-06-30 13F PulteGroup COM 745867101 149,600 149,600 3,014 0.6556
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.